See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,571 | $81,248+301.9% | $155,509+110.0% | $80,856+303.9% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 21.49% | 33.31%-11.8pp | 64.67%-43.2pp | 35.59%-14.1pp |
| Employer contribution / active EE | $12,570 | $3,100+305.5% | $4,672+169.0% | $2,755+356.3% |
| Participant deferral / active EE | $7,539 | $3,452+118.4% | $5,626+34.0% | $4,296+75.5% |
| Admin fee / account holder | $25,403 | $7,997+217.6% | $15,912+59.6% | $6,918+267.2% |